<aside>
💡 Remember:
</aside>
Company Overview
To provide the highest quality work, I need to ask you a few questions:
- What specific client segments or categories are you most focused on improving retention for (e.g., high-value customers, new customers, long-term clients)?
- Do you have any existing data or metrics (e.g., churn rate, LTV, customer satisfaction scores) that should be incorporated into the analysis?
- Are there any known pain points in the customer journey that you want to address (e.g., onboarding issues, support response times)?
- What actionable outcomes are you hoping to achieve from this document (e.g., specific retention strategies, performance benchmarks)?
- Would you prefer a certain format for the document (e.g., visual dashboards, detailed written report)?
Objectives and Goals
Documents for CSM/CSOM
KPI of CSM
Internal Report for Department of CSM
Reporting documents for Enterprise
Bottom Line